General cloud storage
- Starts with folders
- Leaves naming and structure to you
- Works for many kinds of files
How it works
From scattered paperwork to records you can find fast.
Choose what matters, add files when you have them, and reach organized records from your phone or computer when you need them.
Purpose-built organization
Cloud storage holds files. EnsureLoc organizes important records.
Both keep files online, but they are designed for different jobs.
EnsureLoc
- Starts with recognizable record types
- Uses Quick-Add and readiness tools
- Supports customer-controlled sharing
Four steps to records readiness
1
Choose the life event
Select a purchase, birth, college expense, move, property event, business need, or loss.
2
Follow five priorities
The guided checklist shows Priority 1 through Priority 5 in the order to address them.
3
Sign in and use Quick-Add
In the portal, tap Quick-Add, choose what the record is, then use your camera or select a file.
4
Review and update
Track progress and schedule reviews when records expire, renew, or change.
Free planning tools
- Life-event checklists
- Readiness score
- Next-record recommendation
- Browser-based review reminders
Paid member storage
- Secure member portal
- Automatic record organization
- Storage allowance by plan
- Trusted Connections by plan
EnsureLoc is self-service. You decide what to upload, how to name it, when to update it, and who may access it. EnsureLoc provides the platform and guidance but does not prepare records or manage claims.
Records guides